Q3 2020 Holdings
Filed 2020-11-12 | 6 holdings | $366.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| TD Ameritrade Hldg Corp(AMT) | COM | 87236Y108 | $210.3K | 5,372,800 | 57.3% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $80.1K | 238,479 | 21.8% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $51.7K | 858,051 | 14.1% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $18.5K | 350,689 | 5.0% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $4.5K | 108,972 | 1.2% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $1.7K | 26,080 | 0.5% |